[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @big_Drew19 Drew Kane There are no recent news or social posts about Drew Kane. The provided context appears to be a collection of stock price updates, analyst ratings, and company news for various publicly traded companies, but it does not mention Drew Kane. ### Engagements: XXXXX [#](/creator/twitter::1375591076/interactions)  - X Week XXXXX -XXXX% - X Month XXXXXX -XX% - X Months XXXXXXX +629% - X Year XXXXXXX +2,417% ### Mentions: XX [#](/creator/twitter::1375591076/posts_active)  - X Week XXX -XX% - X Month XXX -XX% - X Months XXXXX +1,587% - X Year XXXXX +5,210% ### Followers: XXX [#](/creator/twitter::1375591076/followers)  - X Week XXX +0.65% - X Month XXX -XXXX% - X Months XXX +34% - X Year XXX +209% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1375591076/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [currencies](/list/currencies) XXXX% [ncaa football](/list/ncaa-football) XXXX% [nfl](/list/nfl) XXXX% **Social topic influence** [strong](/topic/strong) 6.71%, [$nvda](/topic/$nvda) #2714, [$qqq](/topic/$qqq) #226, [$spy](/topic/$spy) #424, [outperform](/topic/outperform) #115, [target](/topic/target) 4.27%, [$adbe](/topic/$adbe) #119, [nvda](/topic/nvda) #987, [china](/topic/china) 4.27%, [longterm](/topic/longterm) #1043 **Top accounts mentioned or mentioned by** [@stockmktnewz](/creator/undefined) [@wisemancap](/creator/undefined) [@therealcruzox](/creator/undefined) [@therocktrading](/creator/undefined) [@mrderivatives](/creator/undefined) [@jtsla4](/creator/undefined) [@zacmarkovich](/creator/undefined) [@jamestrvdes](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Adobe, Inc. (ADBE)](/topic/$adbe) [DIA (DIA)](/topic/$dia) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Morgan Stanley (MS)](/topic/morgan-stanley) [SPX6900 (SPX)](/topic/$spx) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [Alibaba Group (BABA)](/topic/$baba) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/$btc) [Shopify Inc (SHOP)](/topic/$shop) [Taiwan Semiconductor (TSM)](/topic/$tsm) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Micron Technology, Inc. (MU)](/topic/$mu) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Amgen, Inc. (AMGN)](/topic/$amgn) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Oklo Inc. (OKLO)](/topic/$oklo) [Microsoft Corp. (MSFT)](/topic/$msft) [Coherent Inc (COHR)](/topic/$cohr) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Synopsys, Inc. (SNPS)](/topic/$snps) [NextEra Energy Inc (NEE)](/topic/$nee) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Netflix Inc (NFLX)](/topic/$nflx) [Vixco (VIX)](/topic/$vix) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Gapcoin (GAP-1)](/topic/$gap) [Zscaler Inc (ZS)](/topic/$zs) [Vertex Protocol (VRTX)](/topic/$vrtx) [Arista Networks Inc (ANET)](/topic/$anet) [Dutch Bros Inc. (BROS)](/topic/$bros) [Viking Holdings Ltd (VIK)](/topic/$vik) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Alien Base (ALB)](/topic/$alb) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Valero Energy Corporation (VLO)](/topic/$vlo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Tesla, Inc. (TSLA)](/topic/$tsla) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [JPMorgan Chase (JPM)](/topic/$jpm) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) ### Top Social Posts Top posts by engagements in the last XX hours "$KVYO (Klaviyo) PT🎯 to $XX Cantor Fitzgerald reiterates Overweight 📝 Analyst points to upside in 2026 guide highlighting momentum in Service adoption and international expansion" [X Link](https://x.com/big_Drew19/status/1991149249153716296) 2025-11-19T14:19Z XXX followers, XXX engagements "$SRPT (Sarepta Therapeutics) PT🎯 to $XX Mizuho reiterates Outperform 📝 Analyst downplays label update concerns sees no meaningful impact to Elevidys adoption despite heart-safety language" [X Link](https://x.com/big_Drew19/status/1992825331330556342) 2025-11-24T05:19Z XXX followers, XXX engagements "$GAP PT🎯 Increased to $XX Evercore ISI reiterates Outperform 📝 Analyst sees pivot to offense after solid Q3 beat with conservative Q4 guide setting up potential upside" [X Link](https://x.com/big_Drew19/status/1992935500412551232) 2025-11-24T12:37Z XXX followers, XX engagements "$SRPT (Sarepta Therapeutics) PT🎯Increased to $XX Bernstein reiterates Market Perform 📝 Analyst nudges target higher on stronger Elevidys outlook but remains cautious into 2026 DM1/FSHD data readouts" [X Link](https://x.com/big_Drew19/status/1993662748803436992) 2025-11-26T12:46Z XXX followers, XXX engagements "$ZS (Zscaler) PT🎯 to $XXX Bernstein downgrades to Market Perform 📝 Analyst cites fading premium narrative and rising competitive pressure despite solid fundamentals and fair valuation" [X Link](https://x.com/big_Drew19/status/1995566421494157366) 2025-12-01T18:51Z XXX followers, XXX engagements "$PD (PagerDuty) PT🎯 to $XX BofA Securities resumes at Underperform 📝 Analyst sees limited catalysts amid growth headwinds pricing shifts and CFO transition; valuation no longer supported by M&A optionality" [X Link](https://x.com/big_Drew19/status/1995843909298389425) 2025-12-02T13:14Z XXX followers, XX engagements "$CRDO (Credo) PT🎯 Increased to $XXX BofA reiterates Buy 📝 Analyst lifts target on stronger EPS power and hyperscaler AEC ramp positioning CRDO as a top Al-levered SMidcap pick" [X Link](https://x.com/big_Drew19/status/1995846123991486860) 2025-12-02T13:22Z XXX followers, XX engagements "$AMGN (Amgen) PT🎯 Increased to $XXX BMO Capital reiterates Outperform 📝 Analyst lifts PoS for MariTide and sees 2025 trial data as a key upside driver amid improving macro backdrop" [X Link](https://x.com/big_Drew19/status/1996557834436407712) 2025-12-04T12:30Z XXX followers, XX engagements "$MSTR (Strategy) PT🎯 to $XXX Mizuho reiterates Outperform 📝 Analyst highlights strategic liquidity buildup 21-month dividend runway and no $BTC sales as MSTR fortifies capital position" [X Link](https://x.com/big_Drew19/status/1996558059041403087) 2025-12-04T12:31Z XXX followers, XX engagements "$VRTX (Vertex) PT🎯 Increased to $XXX Morgan Stanley upgrades to Overweight 📝 Analyst turns bullish on kidney pipeline ahead of 2026 data seeing long-term growth beyond cystic fibrosis" [X Link](https://x.com/big_Drew19/status/1996558229199835608) 2025-12-04T12:32Z XXX followers, XX engagements "$ANET (Arista Networks) PT🎯 to $XXX UBS reiterates Buy 📝 Analyst highlights strong FY26 growth visibility and supply-side preparedness amid market tightness" [X Link](https://x.com/big_Drew19/status/1996559985678147727) 2025-12-04T12:39Z XXX followers, XX engagements "$RIVN (Rivian) PT🎯 to $XX RBC Capital reiterates Sector Perform 📝 Analyst notes autonomy shift as positive but sees scalable R2/R3 execution as the critical test for investors" [X Link](https://x.com/big_Drew19/status/1996562995158073530) 2025-12-04T12:51Z XXX followers, XXX engagements "$BROS (Dutch Bros) PT🎯 Increased to $XX Mizuho reiterates Outperform 📝 Analyst sees top-line momentum accelerating on strong new unit volumes merchandise buzz and comp drivers beyond food" [X Link](https://x.com/big_Drew19/status/1996563867057397776) 2025-12-04T12:54Z XXX followers, XX engagements "Bears really needed points on that drive. catch the ball & penalties #BearDown #bears" [X Link](https://x.com/big_Drew19/status/1997785613227954252) 2025-12-07T21:49Z XXX followers, XXX engagements "$VIK (Viking Holdings) PT🎯 to $XX UBS reiterates Buy 📝 Analyst lifts valuation multiple post-strong Q3 citing luxury consumer resilience and upgraded 2027 PE framework" [X Link](https://x.com/big_Drew19/status/1997881902041124906) 2025-12-08T04:12Z XXX followers, XX engagements "$OKLO PT🎯 to $XXX Needham initiates Buy 📝 Analyst sees strong positioning in advanced nuclear with key regulatory and liquidity advantages driving multi-site potential" [X Link](https://x.com/big_Drew19/status/1998022573783962090) 2025-12-08T13:31Z XXX followers, XX engagements "$MSFT PT🎯 to $XXX Barclays reiterates Overweight 📝 Analyst highlights MSFT's Al-driven pricing power as it announces M365 Commercial price hikes effective July 2026" [X Link](https://x.com/big_Drew19/status/1998027472810676363) 2025-12-08T13:50Z XXX followers, XX engagements "$OKLO PT🎯 to $XXX Seaport Global upgrades to Buy 📝 Analyst highlights 3Q25 call insights and Pu-239 fuel strategy as drivers behind long-term EBITDA-based valuation" [X Link](https://x.com/big_Drew19/status/1998031701487092102) 2025-12-08T14:07Z XXX followers, XX engagements "$VSCO (Victoria's Secret) PT🎯 Increased to $XX UBS reiterates Buy 📝 Analyst sees turnaround gaining traction with margin recovery operating leverage and capital returns driving EPS growth" [X Link](https://x.com/big_Drew19/status/1998047613497884771) 2025-12-08T15:10Z XXX followers, XX engagements "$SHOP (Shopify) PT🎯 to $XXX Benchmark reiterates Buy 📝 Analyst sees BFCM growth trends supporting Q4 GMV at or above consensus despite rising discount-driven shifts" [X Link](https://x.com/big_Drew19/status/1996559808900850075) 2025-12-04T12:38Z XXX followers, XX engagements "$ADBE (Adobe) PT🎯 is ✂ to $XXX Barclays reiterates Overweight 📝 Analyst trims target ahead of FY26 guide but highlights ARR momentum and Semrush boost potential in 2026" [X Link](https://x.com/big_Drew19/status/1998027637319737648) 2025-12-08T13:51Z XXX followers, XX engagements "US small business sentiment ticked up in Nov with NFIB optimism index rising to XX a X month high as sales expectations jumped and XX% of owners now see higher sales ahead & XX% plan to add jobs. Also XX% say they raised prices highest since Mar 2023 $iwm $dia $qqq $spy" [X Link](https://x.com/big_Drew19/status/1998561961009885305) 2025-12-10T01:14Z XXX followers, XX engagements "$TSM (Taiwan Semi) PT🎯 to $XXX Bernstein SocGen reiterates Outperform 📝 Analyst notes 4Q25 revenue tracking ahead of guidance and consensus with early sales already XX% of the quarter's target" [X Link](https://x.com/big_Drew19/status/1998737167749718032) 2025-12-10T12:50Z XXX followers, XX engagements "$LUNR (Intuitive Machines) PT🎯 to $XX Cantor reiterates Overweight 📝 Analyst bullish post-Lanteris deal citing major revenue uplift strong backlog growth and moon mission catalysts" [X Link](https://x.com/big_Drew19/status/1996211611015487517) 2025-12-03T13:35Z XXX followers, XXX engagements "$COHR (Coherent) PT🎯 Increased to $XXX Raymond James reiterates Strong Buy 📝 Analyst sees underappreciated Al exposure IP value and industrial bottoming as drivers for continued upside" [X Link](https://x.com/big_Drew19/status/1998026449371168938) 2025-12-08T13:46Z XXX followers, XX engagements "$U (Unity Software) PT🎯 Increased to $XX Wells Fargo upgrades to Overweight 📝 Analyst sees 2026 tailwinds and monetization boost from Unity Commerce's direct payments entry" [X Link](https://x.com/big_Drew19/status/1998026744994173215) 2025-12-08T13:47Z XXX followers, XXX engagements "$ALB (Albemarle) PT🎯 Increased to $XXX UBS upgrades to Buy 📝 Analyst sees lithium market swinging into deficit by 2026 driving upside for ALB and sharply higher EBITDA vs. consensus" [X Link](https://x.com/big_Drew19/status/1998027095063343493) 2025-12-08T13:49Z XXX followers, XX engagements "Funny thing is tech and $qqq have not run into rate cuts as much as $dia and $iwm tbh. They are almost if not at all time highs same with $spy and $spx Is this tech boom week" [X Link](https://x.com/big_Drew19/status/1998038638786126026) 2025-12-08T14:35Z XXX followers, XX engagements "Sitting on my hands until Powell. Choppy markets expected. Still may get $orcl deep OTM cheap calls and $adbe call" [X Link](https://x.com/big_Drew19/status/1998044189238714782) 2025-12-08T14:57Z XXX followers, XXX engagements "$AVGO PT🎯 Increased to $XXX HSBC reiterates Buy 📝 Analyst sees upside as ASIC momentum strengthens post-Gemini X launch; street still underpricing opportunity" [X Link](https://x.com/big_Drew19/status/1998049628688675002) 2025-12-08T15:18Z XXX followers, XX engagements "Lmaooo I was right $nvda $amd $intl $avgo $spy $qqq" [X Link](https://x.com/big_Drew19/status/1998146162541691360) 2025-12-08T21:42Z XXX followers, XXX engagements "$U (Unity Software) PT🎯 Increased to $XX Wedbush reiterates Outperform adds to Best Ideas List 📝 Analyst sees shares as undervalued with growth set to exceed estimates on strong positioning and product enhancements" [X Link](https://x.com/big_Drew19/status/1995844314073891302) 2025-12-02T13:15Z XXX followers, XX engagements "$AMAT (Applied Materials) PT🎯 Increased to $XXX TD Cowen reiterates Buy 📝 Analyst sees AMAT at the intersection of DRAM and Foundry upcycles calling it the top 2026 idea" [X Link](https://x.com/big_Drew19/status/1997880418532511832) 2025-12-08T04:06Z XXX followers, XX engagements "$LC (LendingClub) PT🎯 Increased to $XX JPMorgan reiterates Overweight 📝 Analyst names LC Top Pick despite macro uncertainty expecting relative strength through soft-landing scenario" [X Link](https://x.com/big_Drew19/status/1997881469176623506) 2025-12-08T04:10Z XXX followers, XX engagements "$MSTR (Strategy) PT🎯 is ✂ to $XXX Cantor Fitzgerald reiterates Overweight 📝 Analyst cuts valuation on lower capital market proceeds and mNAV assumptions but sees positive convexity to $BTC upside" [X Link](https://x.com/big_Drew19/status/1997884637339599212) 2025-12-08T04:23Z XXX followers, XX engagements "$AMGN (Amgen) Erste Group upgrades to Buy on strong margins and obesity drug potential 📝 Analyst sees upside supported by MariTide data favorable valuation and above-sector profitability" [X Link](https://x.com/big_Drew19/status/1997884976763699271) 2025-12-08T04:24Z XXX followers, XX engagements "$lite and $cohr right now" [X Link](https://x.com/big_Drew19/status/1997887045155352633) 2025-12-08T04:32Z XXX followers, XXX engagements "@jtsla4 Could also throw $nvda into that mix as well Big tech catalysts this week. $orcl and $avgo. Chips neo clouds optics photonics can all run. They can also all tank if earnings are bad 😂" [X Link](https://x.com/big_Drew19/status/1997895839633793124) 2025-12-08T05:07Z XXX followers, XXX engagements "$AVGO PT🎯 to $XXX Mizuho reiterates Outperform 📝 Analyst bullish ahead of earnings as Al compute demand ramps with Broadcom seen as top beneficiary of custom chip growth" [X Link](https://x.com/big_Drew19/status/1998027339964576247) 2025-12-08T13:50Z XXX followers, XX engagements "JUST IN🔊 $NVTS Navitas Cyient Semiconductors Enter into a Strategic Partnership to Accelerate GaN Adoption in India's Al Mobility Industrial and Energy Markets" [X Link](https://x.com/big_Drew19/status/1998028322849407238) 2025-12-08T13:54Z XXX followers, XX engagements "$AVAV (Aero Vironment) PT🎯 is ✂ to $XXX RBC Capital reiterates Outperform 📝 Analyst sees 2Q26 results as a potential catalyst despite trimmed target and warns consensus may be ahead of guidance" [X Link](https://x.com/big_Drew19/status/1998034144480403633) 2025-12-08T14:17Z XXX followers, XX engagements "$TSLA PT🎯 Increased to $XXX Morgan Stanley downgrades to Equalweight 📝 Analyst sees valuation near fair with catalysts priced in and choppy trading ahead despite long-term leadership in EVs and Al" [X Link](https://x.com/big_Drew19/status/1998034793016279420) 2025-12-08T14:19Z XXX followers, XX engagements "$ADBE (Adobe) PT🎯 to $XXX TD Cowen reiterates Hold 📝 Analyst sees modest Q4 beat potential and valuation support but flags Al competition and slowing growth into 2026" [X Link](https://x.com/big_Drew19/status/1998035588331737255) 2025-12-08T14:23Z XXX followers, XX engagements "CITI EXPECTS MORE FED RATE CUTS Citi economists predict Wednesday's Fed rate cut may be followed by additional cuts in January and March. However delayed economic data could limit the Fed's guidance on future moves. $spy $qqq $dia $spx $iwm" [X Link](https://x.com/big_Drew19/status/1998071585446723979) 2025-12-08T16:46Z XXX followers, XX engagements "Pretty low volume trading day today as to be expected before Powell On Wednesday $spy $qqq $dia $spx" [X Link](https://x.com/big_Drew19/status/1998102937160274233) 2025-12-08T18:50Z XXX followers, XXX engagements "A lot of FUD surrounding $mrvl today. all BS IMO. Read this $JPM JP Morgan analyst note today. $mrvl analyst day tomorrow. All questions will be answered again like the CEO just did last week on earnings call" [X Link](https://x.com/big_Drew19/status/1998201182632993040) 2025-12-09T01:21Z XXX followers, XXX engagements "$CRCL (Circle Internet) PT🎯 to $XXX Baird reiterates Outperform 📝 Analyst sees $10B+ USDC potential from Bybit partnership boosting long-term adoption trajectory" [X Link](https://x.com/big_Drew19/status/1998391903260152001) 2025-12-09T13:58Z XXX followers, XX engagements "$SNPS (Synopsys) PT🎯 to $XXX Rosenblatt upgrades to Buy 📝 Analyst sees recovery in IP and China segments margin strength and Ansys traction after XX% stock drop since Q3" [X Link](https://x.com/big_Drew19/status/1998392202372784152) 2025-12-09T14:00Z XXX followers, XX engagements "$GRAB (Grab Holdings) Benchmark reiterates Buy sees FY26 setup as favorable 📝 Analyst highlights Fintech breakeven stable core growth and recent pullback as an attractive entry point" [X Link](https://x.com/big_Drew19/status/1998413636730052742) 2025-12-09T15:25Z XXX followers, XX engagements "JUST IN 🔊 Coco Robotics and Shake Shack Partner to Bring Zero-Emission Robot Deliveries to Chicago via Uber Eats - $SHAK $UBER" [X Link](https://x.com/big_Drew19/status/1991182010027553179) 2025-11-19T16:29Z XXX followers, XXX engagements "The power of the AI energy Boom $ceg $vst $nee $d $etr $so $duk" [X Link](https://x.com/big_Drew19/status/1995679656255873042) 2025-12-02T02:21Z XXX followers, XX engagements "$GLBE (Global-E Online) PT🎯 to $XX Benchmark reiterates Buy 📝 Analyst sees potential 4Q GMV outperformance following strong BFCM growth and positive Shopify cross-border trends" [X Link](https://x.com/big_Drew19/status/1996559663215857892) 2025-12-04T12:38Z XXX followers, XXX engagements "$SHOP (Shopify) PT🎯 to $XXX Citizens reiterates Market Outperform 📝 Analyst highlights European payments profitability and merchant growth as underappreciated tailwinds" [X Link](https://x.com/big_Drew19/status/1996561391663374629) 2025-12-04T12:45Z XXX followers, XX engagements "Earnings and Economic events this week Tues: JOLTS + $ASO $GME $AVAV $CASY Wed: CP + FOMC + $CHWY $ORCL $ADBE $SNPSP Thu: Jobless Claims + PP + $CIEN $AVGO $COST $LULU $RH" [X Link](https://x.com/big_Drew19/status/1997740490436006251) 2025-12-07T18:50Z XXX followers, XXX engagements "$CRWV (CoreWeave) PT🎯 to $XXX Freedom Capital Markets initiates Buy 📝 Analyst sees recent selloff as overdone after guidance cut tied to a subcontractor delay not a demand issue despite rising Al-bubble fears" [X Link](https://x.com/big_Drew19/status/1997882189611216956) 2025-12-08T04:13Z XXX followers, XXX engagements "$CVS (CVS Health) PT🎯 to $XX Bernstein SocGen reiterates Market Perform 📝 Analyst sees Aetna momentum improving but PBM headwinds continue to cloud near-term EPS growth" [X Link](https://x.com/big_Drew19/status/1997884460293906685) 2025-12-08T04:22Z XXX followers, XX engagements "$RBRK (Rubrik) PT🎯 is ✂ to $XXX KeyBanc reiterates Overweight 📝 Strong F3Q beat drives outlook higher but PT edged down on lower peer multiples" [X Link](https://x.com/big_Drew19/status/1998026922790629679) 2025-12-08T13:48Z XXX followers, XX engagements "$MP (MP Materials) PT🎯 Increased to $XX Morgan Stanley upgrades to Overweight 📝 Analyst sees enhanced strategic value amid DoD partnerships and clarity on PPA mechanics with bullish risk-reward skew" [X Link](https://x.com/big_Drew19/status/1998028609735610760) 2025-12-08T13:55Z XXX followers, XXX engagements "$APP (AppLovin) PT🎯 to $XXX Piper Sandler reiterates Overweight 📝 Analyst upbeat after investor meeting citing solid execution healthy gaming trends and self-serve ad momentum" [X Link](https://x.com/big_Drew19/status/1998031854117826607) 2025-12-08T14:08Z XXX followers, XXX engagements "$SNPS (Synopsys) PT🎯 is ✂ to $XXX BofA upgrades to Neutral 📝 Analyst sees balanced risk-reward ahead of FY26 EPS call with China/IP softness and Ansys costs offset by NVDA stake and valuation gap" [X Link](https://x.com/big_Drew19/status/1998032893688553533) 2025-12-08T14:12Z XXX followers, XX engagements "$FIVE (Five Below) PT🎯 Increased to $XXX Truist upgrades to Buy 📝 Analyst sees Q3 as inflection point with broad-based comps and upside potential driven by traffic ticket gains and margin levers" [X Link](https://x.com/big_Drew19/status/1998034011172766192) 2025-12-08T14:16Z XXX followers, XX engagements "JUST IN 🔊 $MSTR - STRATEGY BUYS NEARLY $1B IN $BTC BITCOIN BOOSTING STOCK OUTLOOK Strategy the largest corporate Bitcoin holder bought 10624 tokens last week for $XXXXX million at an average price of $90615 raising its total holdings above $XXXX billion" [X Link](https://x.com/big_Drew19/status/1998034632655458498) 2025-12-08T14:19Z XXX followers, XX engagements "$RIVN (Rivian) PT🎯 to $XX Morgan Stanley downgrades to Underweight 📝 Analyst sees growing headwinds for mass-market R2 launch in 2026 amid EV adoption slowdown and residual value pressure" [X Link](https://x.com/big_Drew19/status/1998034919063449842) 2025-12-08T14:20Z XXX followers, XXX engagements "$MA (MasterCard) PT🎯 Increased to $XXX HSBC upgrades to Buy 📝 Analyst sees stronger EPS and revenue growth vs. Visa driven by international exposure and faster-growing services" [X Link](https://x.com/big_Drew19/status/1998035288061608188) 2025-12-08T14:21Z XXX followers, XX engagements "Lesson for new traders that Ive learned. Betting on earnings is like gambling truly Why not play companies in similar sectors or partnerships Less risk good reward For example $orcl plays: $meta $msft $nvda $amd $crwv $nbis $avgo plays: $nvda $amd $crdo $alab $amzn" [X Link](https://x.com/big_Drew19/status/1998066379480567880) 2025-12-08T16:25Z XXX followers, XXX engagements "$SRPT (Sarepta) PT🎯 to $XX Wedbush initiates at Outperform 📝 Analyst sees upside from Elevidys non-ambulatory approval and continued exon-skipping demand despite recent setbacks" [X Link](https://x.com/big_Drew19/status/1998391744896110689) 2025-12-09T13:58Z XXX followers, XXX engagements "$NFLX (Netflix) PT🎯 to $XXX Needham reiterates Buy 📝 Analyst warns GenAl poses greater risk if NFLX acquires WBD citing cultural mismatch union constraints and $83B valuation at stake" [X Link](https://x.com/big_Drew19/status/1998393081637335081) 2025-12-09T14:03Z XXX followers, XX engagements "$MU (Micron Technology) PT🎯 to $XXX HSBC initiates Buy 📝 Analyst sees underestimated upside from DRAM rally QLC-led NAND gains and strong Al-related memory tailwinds" [X Link](https://x.com/big_Drew19/status/1998393344284663960) 2025-12-09T14:04Z XXX followers, XX engagements "$NEE (NextEra Energy) PT🎯 Increased to $XXX BTIG reiterates Buy 📝 Analyst sees unmatched long-term EPS growth potential backed by major partnerships and energy infrastructure scale" [X Link](https://x.com/big_Drew19/status/1998394569067516212) 2025-12-09T14:09Z XXX followers, XX engagements "$GLXY (Galaxy Digital) PT🎯 to $XX Citizens initiates Buy 📝 Analyst sees Galaxy as a dual-play on crypto and Al infra unlocking multi-engine growth with 130%+ upside potential" [X Link](https://x.com/big_Drew19/status/1998395241124999180) 2025-12-09T14:12Z XXX followers, XX engagements "$PYPL (PayPal) PT🎯 is ✂ to $XX Compass Point reiterates Sell 📝 Analyst sees branded checkout growth slowing further in Q4 with earnings likely to land at the low end of expectations" [X Link](https://x.com/big_Drew19/status/1998413185536479679) 2025-12-09T15:23Z XXX followers, XXX engagements "Biggest China outflows just as China is catching a bid. $BIDU $BABA $XPEV $VNET $GDS $FUTU" [X Link](https://x.com/big_Drew19/status/1998597377419280613) 2025-12-10T03:35Z XXX followers, XXX engagements "JUST IN 🚨 TSMC $TSM is lifting its CoWoS advanced packaging outlook with local Taiwanese trade press now pegging 2026 capacity at about 127k wafers per month and non-TSMC providers near 40k. $NVDA is expected to reserve more than half of TSMC CoWoS volume through 26-27" [X Link](https://x.com/big_Drew19/status/1998736453682057388) 2025-12-10T12:47Z XXX followers, XX engagements "BREAKING 🚨 China has reportedly called emergency meetings with $BABA Alibaba ByteDance and Tencent to size demand for Nvidia's $NVDA H200 AI chips. Source: The Information" [X Link](https://x.com/big_Drew19/status/1998736600553906466) 2025-12-10T12:48Z XXX followers, XX engagements "BREAKING 🚨 ByteDance Alibaba keen to order Nvidia H200 chips after Trump green light - Reuters - $BABA $NVDA" [X Link](https://x.com/big_Drew19/status/1998739556741296363) 2025-12-10T13:00Z XXX followers, XX engagements "$SATS (EchoStar) PT🎯 Increased to $XXX Morgan Stanley upgrades to Overweight 📝 Analyst sees spectrum value rerating upside from AWS-3 auction and SpaceX equity as key catalysts" [X Link](https://x.com/big_Drew19/status/1998741434996777254) 2025-12-10T13:07Z XXX followers, XX engagements "$ULTA (ULTA Beauty) PT🎯 Increased to $XXX Oppenheimer reiterates Outperform 📝 Analyst sees further room to run post-Q3 beat with growth initiatives still in early innings" [X Link](https://x.com/big_Drew19/status/1998741605948285029) 2025-12-10T13:08Z XXX followers, XX engagements "JUST IN 🚨 $ADBE Adobe launches Photoshop Express and Acrobat apps in ChatGPT" [X Link](https://x.com/big_Drew19/status/1998741754644775283) 2025-12-10T13:09Z XXX followers, XX engagements "$PATH (UiPath) PT🎯 Increased to $XX RBC reiterates Sector Perform 📝 Analyst lifts target as NNARR and profitability stabilize though execution remains key amid agentic Al market debate" [X Link](https://x.com/big_Drew19/status/1998755085803991483) 2025-12-10T14:02Z XXX followers, XXX engagements "$MU (Micron) PT🎯 Increased to $XXX Mizuho reiterates Outperform 📝 Analyst sees upside into FebQ from stronger DRAM/NAND pricing and GenAl demand; lifts PT on improved margin outlook" [X Link](https://x.com/big_Drew19/status/1996560752526737518) 2025-12-04T12:42Z XXX followers, XX engagements "$TLRY (Tilray) PT🎯 to $XX TD Cowen reiterates Buy 📝Analyst resets valuation post 10-for-1 split with lower multiple reflecting beer headwinds and cannabis competition" [X Link](https://x.com/big_Drew19/status/1997880261913248067) 2025-12-08T04:05Z XXX followers, XXX engagements "JUST IN 🔊 $DPRO Draganfly Explores Strategic Defense & Security Collaboration with Babcock and Critical Infrastructure Technologies Across the Asia-Pacific Region" [X Link](https://x.com/big_Drew19/status/1998028249470050475) 2025-12-08T13:53Z XXX followers, XXX engagements "$ORCL (Oracle) PT🎯 to $XXX RBC reiterates Sector Perform 📝 Analyst flags growing investor caution ahead of earnings; eyes RPO trends Al migration potential and financing clarity" [X Link](https://x.com/big_Drew19/status/1998029676204511479) 2025-12-08T13:59Z XXX followers, XX engagements "$MMM (3M) PT🎯 is ✂ to $XXX Deutsche Bank downgrades to Hold 📝 Analyst cites strong rally and limited further upside as margin story is now well-reflected in estimates and valuation" [X Link](https://x.com/big_Drew19/status/1998030065804968179) 2025-12-08T14:01Z XXX followers, XX engagements "$TSM (Taiwan Semi) PT🎯 Increases to $XXX Bernstein SocGen reiterates Outperform 📝 Analyst sees XX% revenue growth in 2026 driven by CoWoS ramp Al demand and pricing power across nodes" [X Link](https://x.com/big_Drew19/status/1998032004290630094) 2025-12-08T14:08Z XXX followers, XX engagements "$MU (Micron) PT🎯 Increased to $XXX BofA reiterates Neutral 📝 Analyst sees Al server memory demand as structurally stronger lifting target on content growth and pricing stability" [X Link](https://x.com/big_Drew19/status/1998033522981044328) 2025-12-08T14:14Z XXX followers, XX engagements "$NET (Cloudflare) PT🎯 to $XXX Citizens reiterates Market Outperform 📝 Analyst highlights $GOOGL Google's data visibility edge via Cloudflare reinforcing its infrastructure advantage in Al model development" [X Link](https://x.com/big_Drew19/status/1998033689968796105) 2025-12-08T14:15Z XXX followers, XX engagements "$SNDK (SanDisk) PT🎯 to $XXX JPMorgan initiates at Neutral 📝 Analyst sees balanced risk-reward as eSSD upcycle peaks and long-term multiple expansion faces supply and demand headwinds" [X Link](https://x.com/big_Drew19/status/1998034291117416874) 2025-12-08T14:17Z XXX followers, XX engagements "$LEN (Lennar) PT🎯 Increased to $XX Barclays downgrades to Underweight 📝 Analyst sees downside risk to margins and returns due to rigid production model and elevated incentives" [X Link](https://x.com/big_Drew19/status/1998035070268162421) 2025-12-08T14:20Z XXX followers, XX engagements "Factor volatility hitting multi year highs $vix $vvix $spy $qqq $dia $iwm" [X Link](https://x.com/big_Drew19/status/1998067469290770666) 2025-12-08T16:29Z XXX followers, XX engagements "BREAKING 🚨 $NVDA - *US TO ALLOW NVIDIA H200 CHIP EXPORTS TO CHINA: SEMAFOR" [X Link](https://x.com/big_Drew19/status/1998093001869140463) 2025-12-08T18:11Z XXX followers, XX engagements "Lmfaooo got em $nvda $amd" [X Link](https://x.com/big_Drew19/status/1998096996662698286) 2025-12-08T18:27Z XXX followers, XX engagements "$ADBE (Adobe) PT🎯 is ✂ to $XXX Stifel reiterates Buy 📝 Analyst sees early success in Al strategy shift but notes unclear near-term catalysts ahead of F4Q results" [X Link](https://x.com/big_Drew19/status/1998394427904282705) 2025-12-09T14:08Z XXX followers, XX engagements "BREAKING 🚨 CHINA NOV. CONSUMER PRICES RISE XXX% Y/Y; EST. +0.7% CHINA NOV. PRODUCER PRICES FALL XXX% Y/Y; EST. -XXX% CHINA NOV. CONSUMER PRICES FALL XXX% M/M; EST. +0.3% $baba $bidu $pdd $jd $mchi $tcehy" [X Link](https://x.com/big_Drew19/status/1998567547051143607) 2025-12-10T01:36Z XXX followers, XXX engagements "If Netflix $NFLX and Warner Bros. Discovery $WBD merge they would be the new KINGS of the TV Screen Potential Market Share: Almost 14%: Netflix - Warner Bros. 13%: YouTube 11%: Disney" [X Link](https://x.com/big_Drew19/status/1998738200987152897) 2025-12-10T12:54Z XXX followers, XX engagements "Small caps vs Large caps performance $qqq $spx $spy $iwm $rut" [X Link](https://x.com/big_Drew19/status/1998738622334239064) 2025-12-10T12:56Z XXX followers, XX engagements "My opinion I think if Powell sheet shows QE we rip even if hes hawkish with rate cuts next year. New fed chair in May I also think markets have priced in a hawkish cut. We havent done anything for X weeks since thanksgiving but WHO KNOWS $spy $spx $qqq $dia $vix $iwm" [X Link](https://x.com/big_Drew19/status/1998823974466367801) 2025-12-10T18:35Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@big_Drew19 Drew Kane
There are no recent news or social posts about Drew Kane. The provided context appears to be a collection of stock price updates, analyst ratings, and company news for various publicly traded companies, but it does not mention Drew Kane.
Engagements: XXXXX #
- X Week XXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +629%
- X Year XXXXXXX +2,417%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +1,587%
- X Year XXXXX +5,210%
Followers: XXX #
- X Week XXX +0.65%
- X Month XXX -XXXX%
- X Months XXX +34%
- X Year XXX +209%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXXX% countries XXXX% automotive brands XXXX% fashion brands XXXX% currencies XXXX% ncaa football XXXX% nfl XXXX%
Social topic influence strong 6.71%, $nvda #2714, $qqq #226, $spy #424, outperform #115, target 4.27%, $adbe #119, nvda #987, china 4.27%, longterm #1043
Top accounts mentioned or mentioned by @stockmktnewz @wisemancap @therealcruzox @therocktrading @mrderivatives @jtsla4 @zacmarkovich @jamestrvdes
Top assets mentioned NVIDIA Corp. (NVDA) SPDR S&P XXX ETF Trust (SPY) Adobe, Inc. (ADBE) DIA (DIA) Broadcom, Inc. (AVGO) Morgan Stanley (MS) SPX6900 (SPX) Oracle Corporation (ORCL) Advanced Micro Devices (AMD) Alibaba Group (BABA) Sarepta Therapeutics, Inc. (SRPT) Strategy (MSTR) Bitcoin (BTC) Shopify Inc (SHOP) Taiwan Semiconductor (TSM) HSBC Holdings PLC (HSBC) Micron Technology, Inc. (MU) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Amgen, Inc. (AMGN) Rivian Automotive, Inc. (RIVN) Oklo Inc. (OKLO) Microsoft Corp. (MSFT) Coherent Inc (COHR) AeroVironment, Inc. (AVAV) Synopsys, Inc. (SNPS) NextEra Energy Inc (NEE) CoreWeave, Inc. (CRWV) Netflix Inc (NFLX) Vixco (VIX) Klaviyo, Inc. (KVYO) Gapcoin (GAP-1) Zscaler Inc (ZS) Vertex Protocol (VRTX) Arista Networks Inc (ANET) Dutch Bros Inc. (BROS) Viking Holdings Ltd (VIK) Victoria's Secret & Co. (VSCO) Intuitive Machines, Inc. (LUNR) Alien Base (ALB) Vertiv Holdings Co (VRT) Valero Energy Corporation (VLO) Applied Materials, Inc. (AMAT) Lumentum Holdings Inc. Common Stock (LITE) Navitas Semiconductor Corporation Common Stock (NVTS) Tesla, Inc. (TSLA) Marvell Technology Inc (MRVL) JPMorgan Chase (JPM) Circle Internet Group, Inc. (CRCL)
Top Social Posts
Top posts by engagements in the last XX hours
"$KVYO (Klaviyo) PT🎯 to $XX Cantor Fitzgerald reiterates Overweight 📝 Analyst points to upside in 2026 guide highlighting momentum in Service adoption and international expansion"
X Link 2025-11-19T14:19Z XXX followers, XXX engagements
"$SRPT (Sarepta Therapeutics) PT🎯 to $XX Mizuho reiterates Outperform 📝 Analyst downplays label update concerns sees no meaningful impact to Elevidys adoption despite heart-safety language"
X Link 2025-11-24T05:19Z XXX followers, XXX engagements
"$GAP PT🎯 Increased to $XX Evercore ISI reiterates Outperform 📝 Analyst sees pivot to offense after solid Q3 beat with conservative Q4 guide setting up potential upside"
X Link 2025-11-24T12:37Z XXX followers, XX engagements
"$SRPT (Sarepta Therapeutics) PT🎯Increased to $XX Bernstein reiterates Market Perform 📝 Analyst nudges target higher on stronger Elevidys outlook but remains cautious into 2026 DM1/FSHD data readouts"
X Link 2025-11-26T12:46Z XXX followers, XXX engagements
"$ZS (Zscaler) PT🎯 to $XXX Bernstein downgrades to Market Perform 📝 Analyst cites fading premium narrative and rising competitive pressure despite solid fundamentals and fair valuation"
X Link 2025-12-01T18:51Z XXX followers, XXX engagements
"$PD (PagerDuty) PT🎯 to $XX BofA Securities resumes at Underperform 📝 Analyst sees limited catalysts amid growth headwinds pricing shifts and CFO transition; valuation no longer supported by M&A optionality"
X Link 2025-12-02T13:14Z XXX followers, XX engagements
"$CRDO (Credo) PT🎯 Increased to $XXX BofA reiterates Buy 📝 Analyst lifts target on stronger EPS power and hyperscaler AEC ramp positioning CRDO as a top Al-levered SMidcap pick"
X Link 2025-12-02T13:22Z XXX followers, XX engagements
"$AMGN (Amgen) PT🎯 Increased to $XXX BMO Capital reiterates Outperform 📝 Analyst lifts PoS for MariTide and sees 2025 trial data as a key upside driver amid improving macro backdrop"
X Link 2025-12-04T12:30Z XXX followers, XX engagements
"$MSTR (Strategy) PT🎯 to $XXX Mizuho reiterates Outperform 📝 Analyst highlights strategic liquidity buildup 21-month dividend runway and no $BTC sales as MSTR fortifies capital position"
X Link 2025-12-04T12:31Z XXX followers, XX engagements
"$VRTX (Vertex) PT🎯 Increased to $XXX Morgan Stanley upgrades to Overweight 📝 Analyst turns bullish on kidney pipeline ahead of 2026 data seeing long-term growth beyond cystic fibrosis"
X Link 2025-12-04T12:32Z XXX followers, XX engagements
"$ANET (Arista Networks) PT🎯 to $XXX UBS reiterates Buy 📝 Analyst highlights strong FY26 growth visibility and supply-side preparedness amid market tightness"
X Link 2025-12-04T12:39Z XXX followers, XX engagements
"$RIVN (Rivian) PT🎯 to $XX RBC Capital reiterates Sector Perform 📝 Analyst notes autonomy shift as positive but sees scalable R2/R3 execution as the critical test for investors"
X Link 2025-12-04T12:51Z XXX followers, XXX engagements
"$BROS (Dutch Bros) PT🎯 Increased to $XX Mizuho reiterates Outperform 📝 Analyst sees top-line momentum accelerating on strong new unit volumes merchandise buzz and comp drivers beyond food"
X Link 2025-12-04T12:54Z XXX followers, XX engagements
"Bears really needed points on that drive. catch the ball & penalties #BearDown #bears"
X Link 2025-12-07T21:49Z XXX followers, XXX engagements
"$VIK (Viking Holdings) PT🎯 to $XX UBS reiterates Buy 📝 Analyst lifts valuation multiple post-strong Q3 citing luxury consumer resilience and upgraded 2027 PE framework"
X Link 2025-12-08T04:12Z XXX followers, XX engagements
"$OKLO PT🎯 to $XXX Needham initiates Buy 📝 Analyst sees strong positioning in advanced nuclear with key regulatory and liquidity advantages driving multi-site potential"
X Link 2025-12-08T13:31Z XXX followers, XX engagements
"$MSFT PT🎯 to $XXX Barclays reiterates Overweight 📝 Analyst highlights MSFT's Al-driven pricing power as it announces M365 Commercial price hikes effective July 2026"
X Link 2025-12-08T13:50Z XXX followers, XX engagements
"$OKLO PT🎯 to $XXX Seaport Global upgrades to Buy 📝 Analyst highlights 3Q25 call insights and Pu-239 fuel strategy as drivers behind long-term EBITDA-based valuation"
X Link 2025-12-08T14:07Z XXX followers, XX engagements
"$VSCO (Victoria's Secret) PT🎯 Increased to $XX UBS reiterates Buy 📝 Analyst sees turnaround gaining traction with margin recovery operating leverage and capital returns driving EPS growth"
X Link 2025-12-08T15:10Z XXX followers, XX engagements
"$SHOP (Shopify) PT🎯 to $XXX Benchmark reiterates Buy 📝 Analyst sees BFCM growth trends supporting Q4 GMV at or above consensus despite rising discount-driven shifts"
X Link 2025-12-04T12:38Z XXX followers, XX engagements
"$ADBE (Adobe) PT🎯 is ✂ to $XXX Barclays reiterates Overweight 📝 Analyst trims target ahead of FY26 guide but highlights ARR momentum and Semrush boost potential in 2026"
X Link 2025-12-08T13:51Z XXX followers, XX engagements
"US small business sentiment ticked up in Nov with NFIB optimism index rising to XX a X month high as sales expectations jumped and XX% of owners now see higher sales ahead & XX% plan to add jobs. Also XX% say they raised prices highest since Mar 2023 $iwm $dia $qqq $spy"
X Link 2025-12-10T01:14Z XXX followers, XX engagements
"$TSM (Taiwan Semi) PT🎯 to $XXX Bernstein SocGen reiterates Outperform 📝 Analyst notes 4Q25 revenue tracking ahead of guidance and consensus with early sales already XX% of the quarter's target"
X Link 2025-12-10T12:50Z XXX followers, XX engagements
"$LUNR (Intuitive Machines) PT🎯 to $XX Cantor reiterates Overweight 📝 Analyst bullish post-Lanteris deal citing major revenue uplift strong backlog growth and moon mission catalysts"
X Link 2025-12-03T13:35Z XXX followers, XXX engagements
"$COHR (Coherent) PT🎯 Increased to $XXX Raymond James reiterates Strong Buy 📝 Analyst sees underappreciated Al exposure IP value and industrial bottoming as drivers for continued upside"
X Link 2025-12-08T13:46Z XXX followers, XX engagements
"$U (Unity Software) PT🎯 Increased to $XX Wells Fargo upgrades to Overweight 📝 Analyst sees 2026 tailwinds and monetization boost from Unity Commerce's direct payments entry"
X Link 2025-12-08T13:47Z XXX followers, XXX engagements
"$ALB (Albemarle) PT🎯 Increased to $XXX UBS upgrades to Buy 📝 Analyst sees lithium market swinging into deficit by 2026 driving upside for ALB and sharply higher EBITDA vs. consensus"
X Link 2025-12-08T13:49Z XXX followers, XX engagements
"Funny thing is tech and $qqq have not run into rate cuts as much as $dia and $iwm tbh. They are almost if not at all time highs same with $spy and $spx Is this tech boom week"
X Link 2025-12-08T14:35Z XXX followers, XX engagements
"Sitting on my hands until Powell. Choppy markets expected. Still may get $orcl deep OTM cheap calls and $adbe call"
X Link 2025-12-08T14:57Z XXX followers, XXX engagements
"$AVGO PT🎯 Increased to $XXX HSBC reiterates Buy 📝 Analyst sees upside as ASIC momentum strengthens post-Gemini X launch; street still underpricing opportunity"
X Link 2025-12-08T15:18Z XXX followers, XX engagements
"Lmaooo I was right $nvda $amd $intl $avgo $spy $qqq"
X Link 2025-12-08T21:42Z XXX followers, XXX engagements
"$U (Unity Software) PT🎯 Increased to $XX Wedbush reiterates Outperform adds to Best Ideas List 📝 Analyst sees shares as undervalued with growth set to exceed estimates on strong positioning and product enhancements"
X Link 2025-12-02T13:15Z XXX followers, XX engagements
"$AMAT (Applied Materials) PT🎯 Increased to $XXX TD Cowen reiterates Buy 📝 Analyst sees AMAT at the intersection of DRAM and Foundry upcycles calling it the top 2026 idea"
X Link 2025-12-08T04:06Z XXX followers, XX engagements
"$LC (LendingClub) PT🎯 Increased to $XX JPMorgan reiterates Overweight 📝 Analyst names LC Top Pick despite macro uncertainty expecting relative strength through soft-landing scenario"
X Link 2025-12-08T04:10Z XXX followers, XX engagements
"$MSTR (Strategy) PT🎯 is ✂ to $XXX Cantor Fitzgerald reiterates Overweight 📝 Analyst cuts valuation on lower capital market proceeds and mNAV assumptions but sees positive convexity to $BTC upside"
X Link 2025-12-08T04:23Z XXX followers, XX engagements
"$AMGN (Amgen) Erste Group upgrades to Buy on strong margins and obesity drug potential 📝 Analyst sees upside supported by MariTide data favorable valuation and above-sector profitability"
X Link 2025-12-08T04:24Z XXX followers, XX engagements
"$lite and $cohr right now"
X Link 2025-12-08T04:32Z XXX followers, XXX engagements
"@jtsla4 Could also throw $nvda into that mix as well Big tech catalysts this week. $orcl and $avgo. Chips neo clouds optics photonics can all run. They can also all tank if earnings are bad 😂"
X Link 2025-12-08T05:07Z XXX followers, XXX engagements
"$AVGO PT🎯 to $XXX Mizuho reiterates Outperform 📝 Analyst bullish ahead of earnings as Al compute demand ramps with Broadcom seen as top beneficiary of custom chip growth"
X Link 2025-12-08T13:50Z XXX followers, XX engagements
"JUST IN🔊 $NVTS Navitas Cyient Semiconductors Enter into a Strategic Partnership to Accelerate GaN Adoption in India's Al Mobility Industrial and Energy Markets"
X Link 2025-12-08T13:54Z XXX followers, XX engagements
"$AVAV (Aero Vironment) PT🎯 is ✂ to $XXX RBC Capital reiterates Outperform 📝 Analyst sees 2Q26 results as a potential catalyst despite trimmed target and warns consensus may be ahead of guidance"
X Link 2025-12-08T14:17Z XXX followers, XX engagements
"$TSLA PT🎯 Increased to $XXX Morgan Stanley downgrades to Equalweight 📝 Analyst sees valuation near fair with catalysts priced in and choppy trading ahead despite long-term leadership in EVs and Al"
X Link 2025-12-08T14:19Z XXX followers, XX engagements
"$ADBE (Adobe) PT🎯 to $XXX TD Cowen reiterates Hold 📝 Analyst sees modest Q4 beat potential and valuation support but flags Al competition and slowing growth into 2026"
X Link 2025-12-08T14:23Z XXX followers, XX engagements
"CITI EXPECTS MORE FED RATE CUTS Citi economists predict Wednesday's Fed rate cut may be followed by additional cuts in January and March. However delayed economic data could limit the Fed's guidance on future moves. $spy $qqq $dia $spx $iwm"
X Link 2025-12-08T16:46Z XXX followers, XX engagements
"Pretty low volume trading day today as to be expected before Powell On Wednesday $spy $qqq $dia $spx"
X Link 2025-12-08T18:50Z XXX followers, XXX engagements
"A lot of FUD surrounding $mrvl today. all BS IMO. Read this $JPM JP Morgan analyst note today. $mrvl analyst day tomorrow. All questions will be answered again like the CEO just did last week on earnings call"
X Link 2025-12-09T01:21Z XXX followers, XXX engagements
"$CRCL (Circle Internet) PT🎯 to $XXX Baird reiterates Outperform 📝 Analyst sees $10B+ USDC potential from Bybit partnership boosting long-term adoption trajectory"
X Link 2025-12-09T13:58Z XXX followers, XX engagements
"$SNPS (Synopsys) PT🎯 to $XXX Rosenblatt upgrades to Buy 📝 Analyst sees recovery in IP and China segments margin strength and Ansys traction after XX% stock drop since Q3"
X Link 2025-12-09T14:00Z XXX followers, XX engagements
"$GRAB (Grab Holdings) Benchmark reiterates Buy sees FY26 setup as favorable 📝 Analyst highlights Fintech breakeven stable core growth and recent pullback as an attractive entry point"
X Link 2025-12-09T15:25Z XXX followers, XX engagements
"JUST IN 🔊 Coco Robotics and Shake Shack Partner to Bring Zero-Emission Robot Deliveries to Chicago via Uber Eats - $SHAK $UBER"
X Link 2025-11-19T16:29Z XXX followers, XXX engagements
"The power of the AI energy Boom $ceg $vst $nee $d $etr $so $duk"
X Link 2025-12-02T02:21Z XXX followers, XX engagements
"$GLBE (Global-E Online) PT🎯 to $XX Benchmark reiterates Buy 📝 Analyst sees potential 4Q GMV outperformance following strong BFCM growth and positive Shopify cross-border trends"
X Link 2025-12-04T12:38Z XXX followers, XXX engagements
"$SHOP (Shopify) PT🎯 to $XXX Citizens reiterates Market Outperform 📝 Analyst highlights European payments profitability and merchant growth as underappreciated tailwinds"
X Link 2025-12-04T12:45Z XXX followers, XX engagements
"Earnings and Economic events this week Tues: JOLTS + $ASO $GME $AVAV $CASY Wed: CP + FOMC + $CHWY $ORCL $ADBE $SNPSP Thu: Jobless Claims + PP + $CIEN $AVGO $COST $LULU $RH"
X Link 2025-12-07T18:50Z XXX followers, XXX engagements
"$CRWV (CoreWeave) PT🎯 to $XXX Freedom Capital Markets initiates Buy 📝 Analyst sees recent selloff as overdone after guidance cut tied to a subcontractor delay not a demand issue despite rising Al-bubble fears"
X Link 2025-12-08T04:13Z XXX followers, XXX engagements
"$CVS (CVS Health) PT🎯 to $XX Bernstein SocGen reiterates Market Perform 📝 Analyst sees Aetna momentum improving but PBM headwinds continue to cloud near-term EPS growth"
X Link 2025-12-08T04:22Z XXX followers, XX engagements
"$RBRK (Rubrik) PT🎯 is ✂ to $XXX KeyBanc reiterates Overweight 📝 Strong F3Q beat drives outlook higher but PT edged down on lower peer multiples"
X Link 2025-12-08T13:48Z XXX followers, XX engagements
"$MP (MP Materials) PT🎯 Increased to $XX Morgan Stanley upgrades to Overweight 📝 Analyst sees enhanced strategic value amid DoD partnerships and clarity on PPA mechanics with bullish risk-reward skew"
X Link 2025-12-08T13:55Z XXX followers, XXX engagements
"$APP (AppLovin) PT🎯 to $XXX Piper Sandler reiterates Overweight 📝 Analyst upbeat after investor meeting citing solid execution healthy gaming trends and self-serve ad momentum"
X Link 2025-12-08T14:08Z XXX followers, XXX engagements
"$SNPS (Synopsys) PT🎯 is ✂ to $XXX BofA upgrades to Neutral 📝 Analyst sees balanced risk-reward ahead of FY26 EPS call with China/IP softness and Ansys costs offset by NVDA stake and valuation gap"
X Link 2025-12-08T14:12Z XXX followers, XX engagements
"$FIVE (Five Below) PT🎯 Increased to $XXX Truist upgrades to Buy 📝 Analyst sees Q3 as inflection point with broad-based comps and upside potential driven by traffic ticket gains and margin levers"
X Link 2025-12-08T14:16Z XXX followers, XX engagements
"JUST IN 🔊 $MSTR - STRATEGY BUYS NEARLY $1B IN $BTC BITCOIN BOOSTING STOCK OUTLOOK Strategy the largest corporate Bitcoin holder bought 10624 tokens last week for $XXXXX million at an average price of $90615 raising its total holdings above $XXXX billion"
X Link 2025-12-08T14:19Z XXX followers, XX engagements
"$RIVN (Rivian) PT🎯 to $XX Morgan Stanley downgrades to Underweight 📝 Analyst sees growing headwinds for mass-market R2 launch in 2026 amid EV adoption slowdown and residual value pressure"
X Link 2025-12-08T14:20Z XXX followers, XXX engagements
"$MA (MasterCard) PT🎯 Increased to $XXX HSBC upgrades to Buy 📝 Analyst sees stronger EPS and revenue growth vs. Visa driven by international exposure and faster-growing services"
X Link 2025-12-08T14:21Z XXX followers, XX engagements
"Lesson for new traders that Ive learned. Betting on earnings is like gambling truly Why not play companies in similar sectors or partnerships Less risk good reward For example $orcl plays: $meta $msft $nvda $amd $crwv $nbis $avgo plays: $nvda $amd $crdo $alab $amzn"
X Link 2025-12-08T16:25Z XXX followers, XXX engagements
"$SRPT (Sarepta) PT🎯 to $XX Wedbush initiates at Outperform 📝 Analyst sees upside from Elevidys non-ambulatory approval and continued exon-skipping demand despite recent setbacks"
X Link 2025-12-09T13:58Z XXX followers, XXX engagements
"$NFLX (Netflix) PT🎯 to $XXX Needham reiterates Buy 📝 Analyst warns GenAl poses greater risk if NFLX acquires WBD citing cultural mismatch union constraints and $83B valuation at stake"
X Link 2025-12-09T14:03Z XXX followers, XX engagements
"$MU (Micron Technology) PT🎯 to $XXX HSBC initiates Buy 📝 Analyst sees underestimated upside from DRAM rally QLC-led NAND gains and strong Al-related memory tailwinds"
X Link 2025-12-09T14:04Z XXX followers, XX engagements
"$NEE (NextEra Energy) PT🎯 Increased to $XXX BTIG reiterates Buy 📝 Analyst sees unmatched long-term EPS growth potential backed by major partnerships and energy infrastructure scale"
X Link 2025-12-09T14:09Z XXX followers, XX engagements
"$GLXY (Galaxy Digital) PT🎯 to $XX Citizens initiates Buy 📝 Analyst sees Galaxy as a dual-play on crypto and Al infra unlocking multi-engine growth with 130%+ upside potential"
X Link 2025-12-09T14:12Z XXX followers, XX engagements
"$PYPL (PayPal) PT🎯 is ✂ to $XX Compass Point reiterates Sell 📝 Analyst sees branded checkout growth slowing further in Q4 with earnings likely to land at the low end of expectations"
X Link 2025-12-09T15:23Z XXX followers, XXX engagements
"Biggest China outflows just as China is catching a bid. $BIDU $BABA $XPEV $VNET $GDS $FUTU"
X Link 2025-12-10T03:35Z XXX followers, XXX engagements
"JUST IN 🚨 TSMC $TSM is lifting its CoWoS advanced packaging outlook with local Taiwanese trade press now pegging 2026 capacity at about 127k wafers per month and non-TSMC providers near 40k. $NVDA is expected to reserve more than half of TSMC CoWoS volume through 26-27"
X Link 2025-12-10T12:47Z XXX followers, XX engagements
"BREAKING 🚨 China has reportedly called emergency meetings with $BABA Alibaba ByteDance and Tencent to size demand for Nvidia's $NVDA H200 AI chips. Source: The Information"
X Link 2025-12-10T12:48Z XXX followers, XX engagements
"BREAKING 🚨 ByteDance Alibaba keen to order Nvidia H200 chips after Trump green light - Reuters - $BABA $NVDA"
X Link 2025-12-10T13:00Z XXX followers, XX engagements
"$SATS (EchoStar) PT🎯 Increased to $XXX Morgan Stanley upgrades to Overweight 📝 Analyst sees spectrum value rerating upside from AWS-3 auction and SpaceX equity as key catalysts"
X Link 2025-12-10T13:07Z XXX followers, XX engagements
"$ULTA (ULTA Beauty) PT🎯 Increased to $XXX Oppenheimer reiterates Outperform 📝 Analyst sees further room to run post-Q3 beat with growth initiatives still in early innings"
X Link 2025-12-10T13:08Z XXX followers, XX engagements
"JUST IN 🚨 $ADBE Adobe launches Photoshop Express and Acrobat apps in ChatGPT"
X Link 2025-12-10T13:09Z XXX followers, XX engagements
"$PATH (UiPath) PT🎯 Increased to $XX RBC reiterates Sector Perform 📝 Analyst lifts target as NNARR and profitability stabilize though execution remains key amid agentic Al market debate"
X Link 2025-12-10T14:02Z XXX followers, XXX engagements
"$MU (Micron) PT🎯 Increased to $XXX Mizuho reiterates Outperform 📝 Analyst sees upside into FebQ from stronger DRAM/NAND pricing and GenAl demand; lifts PT on improved margin outlook"
X Link 2025-12-04T12:42Z XXX followers, XX engagements
"$TLRY (Tilray) PT🎯 to $XX TD Cowen reiterates Buy 📝Analyst resets valuation post 10-for-1 split with lower multiple reflecting beer headwinds and cannabis competition"
X Link 2025-12-08T04:05Z XXX followers, XXX engagements
"JUST IN 🔊 $DPRO Draganfly Explores Strategic Defense & Security Collaboration with Babcock and Critical Infrastructure Technologies Across the Asia-Pacific Region"
X Link 2025-12-08T13:53Z XXX followers, XXX engagements
"$ORCL (Oracle) PT🎯 to $XXX RBC reiterates Sector Perform 📝 Analyst flags growing investor caution ahead of earnings; eyes RPO trends Al migration potential and financing clarity"
X Link 2025-12-08T13:59Z XXX followers, XX engagements
"$MMM (3M) PT🎯 is ✂ to $XXX Deutsche Bank downgrades to Hold 📝 Analyst cites strong rally and limited further upside as margin story is now well-reflected in estimates and valuation"
X Link 2025-12-08T14:01Z XXX followers, XX engagements
"$TSM (Taiwan Semi) PT🎯 Increases to $XXX Bernstein SocGen reiterates Outperform 📝 Analyst sees XX% revenue growth in 2026 driven by CoWoS ramp Al demand and pricing power across nodes"
X Link 2025-12-08T14:08Z XXX followers, XX engagements
"$MU (Micron) PT🎯 Increased to $XXX BofA reiterates Neutral 📝 Analyst sees Al server memory demand as structurally stronger lifting target on content growth and pricing stability"
X Link 2025-12-08T14:14Z XXX followers, XX engagements
"$NET (Cloudflare) PT🎯 to $XXX Citizens reiterates Market Outperform 📝 Analyst highlights $GOOGL Google's data visibility edge via Cloudflare reinforcing its infrastructure advantage in Al model development"
X Link 2025-12-08T14:15Z XXX followers, XX engagements
"$SNDK (SanDisk) PT🎯 to $XXX JPMorgan initiates at Neutral 📝 Analyst sees balanced risk-reward as eSSD upcycle peaks and long-term multiple expansion faces supply and demand headwinds"
X Link 2025-12-08T14:17Z XXX followers, XX engagements
"$LEN (Lennar) PT🎯 Increased to $XX Barclays downgrades to Underweight 📝 Analyst sees downside risk to margins and returns due to rigid production model and elevated incentives"
X Link 2025-12-08T14:20Z XXX followers, XX engagements
"Factor volatility hitting multi year highs $vix $vvix $spy $qqq $dia $iwm"
X Link 2025-12-08T16:29Z XXX followers, XX engagements
"BREAKING 🚨 $NVDA - *US TO ALLOW NVIDIA H200 CHIP EXPORTS TO CHINA: SEMAFOR"
X Link 2025-12-08T18:11Z XXX followers, XX engagements
"Lmfaooo got em $nvda $amd"
X Link 2025-12-08T18:27Z XXX followers, XX engagements
"$ADBE (Adobe) PT🎯 is ✂ to $XXX Stifel reiterates Buy 📝 Analyst sees early success in Al strategy shift but notes unclear near-term catalysts ahead of F4Q results"
X Link 2025-12-09T14:08Z XXX followers, XX engagements
"BREAKING 🚨 CHINA NOV. CONSUMER PRICES RISE XXX% Y/Y; EST. +0.7% CHINA NOV. PRODUCER PRICES FALL XXX% Y/Y; EST. -XXX% CHINA NOV. CONSUMER PRICES FALL XXX% M/M; EST. +0.3% $baba $bidu $pdd $jd $mchi $tcehy"
X Link 2025-12-10T01:36Z XXX followers, XXX engagements
"If Netflix $NFLX and Warner Bros. Discovery $WBD merge they would be the new KINGS of the TV Screen Potential Market Share: Almost 14%: Netflix - Warner Bros. 13%: YouTube 11%: Disney"
X Link 2025-12-10T12:54Z XXX followers, XX engagements
"Small caps vs Large caps performance $qqq $spx $spy $iwm $rut"
X Link 2025-12-10T12:56Z XXX followers, XX engagements
"My opinion I think if Powell sheet shows QE we rip even if hes hawkish with rate cuts next year. New fed chair in May I also think markets have priced in a hawkish cut. We havent done anything for X weeks since thanksgiving but WHO KNOWS $spy $spx $qqq $dia $vix $iwm"
X Link 2025-12-10T18:35Z XXX followers, XXX engagements